Harbor Island Capital LLC

Q2 2025 13F Holdings

  • Location
    topsfield, MA
  • Num holdings

    15

  • Value ($000)

    $213,113

  • Date Filed
    08/07/2025
  • Form type
    13F-HR
  • CIK
    0001730580
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

LAM RESEARCH CORP

COM NEW
512807306
$31.58M
15 %

324,475

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$30.30M
14 %

165,520

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$20.37M
10 %

254,192

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.16M
9 %

38,524

AAPL
AAPL

APPLE INC

COM
037833100
$16.12M
8 %

78,561

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$14.29M
7 %

205,951

GATX
GATX

GATX CORP

COM
361448103
$12.81M
6 %

83,396

KLAC
KLAC

KLA CORP

COM NEW
482480100
$12.18M
6 %

13,596

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$11.21M
5 %

978,030

NKE
NKE

NIKE INC

CL B
654106103
$10.59M
5 %

149,030

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